民进党当局为谋取政治私利，甘当美国军火商的"提款机"，挥霍岛内民众的血汗钱，乞求外部势力虚假的"保护"，只会让 台湾 更加兵凶战 危，给 台湾 同胞带来深重灾难。正告民进党当局，祖国统一势不可挡，"倚美谋独"、"以武谋独"注定是螳臂当车、自取灭亡。 据日月谭天，国台办举行例行新闻发布会。记者提问， 近日，美国国防部宣布向中国 台湾 地区出售价值约3.3亿美元的军售项目。 "美台商业协 会"会长韩儒伯称，此次军售显示美方致力协助 台湾 军方维持完好率；未来12个月内美国对台军售总额可望创下新高。对此有何评论？ 国台办发言人朱凤莲表示， 我们坚决反对美国以任何方式向中国 台湾 地区提供武器。美方应恪守一个中国原则和中美三个联合公报特别 是"八·一七"公报规定，停止"武装 台湾 "，慎之又慎处理 台湾 问题。 ...

Core Insights - Taiwan has become one of the first economies to negotiate with the U.S. following Trump's initiation of a "reciprocal tariff" war, with the potential for significant "protection fees" involved [1][3] - The Taiwanese government has committed to investing between $350 billion and $550 billion in the U.S., with an estimated average of $450 billion, which is equivalent to four and a half years of Taiwan's fiscal expenditure [3][5] Economic Context - Taiwan's GDP is approximately $800 billion, which means the "protection fee" it needs to pay to the U.S. is disproportionately higher compared to Japan's GDP of about $4 trillion and South Korea's GDP of $1.86 trillion [5] - The political motivations behind these negotiations include the DPP's (Democratic Progressive Party) strategy to rely on the U.S. for independence and the political considerations of Lai Ching-te, who is facing challenges for the 2028 elections [5][7] Defense Spending - Lai Ching-te has publicly committed to increasing Taiwan's defense spending to 5% of GDP by 2023 and has allocated NT$1 trillion for weapon procurement and research [5] - The Nationalist Party (KMT) has expressed concerns about Taiwan's ability to sustain such high defense expenditures, noting that even Israel, under constant threat, has never exceeded 5% of GDP in military spending [5][7] Political Implications - The economic outlook for Taiwan appears grim, as Lai Ching-te aims to significantly increase defense spending while also needing to allocate at least $350 billion to the U.S. [7] - Experts suggest that Taiwan may not have a viable opportunity for the 2028 elections, especially if the KMT wins the upcoming elections and Taiwan does not address the unification issue with the mainland [7]

Core Points - The Taiwanese government has spent significant amounts on advanced weaponry from the United States, but has faced severe delays in delivery, leading to public criticism of the government's effectiveness [1][2] - The procurement of 66 F-16V fighter jets, originally ordered during Tsai Ing-wen's administration for $8 billion, has yet to deliver any aircraft despite over 80% of the payment being made [2][4] - The Taiwanese defense department has acknowledged serious delays in delivery from the U.S., with other projects like AGM-154 missiles also experiencing similar issues [2][4] - Public sentiment in Taiwan has turned against the government, with many viewing the military purchases as a waste of taxpayer money, often receiving outdated equipment [3][4] - The Taiwanese government plans to increase its defense budget significantly, exceeding 3% of GDP, despite criticism that such spending does not improve security and primarily benefits U.S. arms manufacturers [4][6] - The military purchases are seen as a misguided strategy to seek independence through reliance on U.S. support, which many believe is unreliable [6][7] Summary by Sections Military Procurement - The Taiwanese military's procurement of F-16V jets has faced delays, with no deliveries made as of now, despite substantial payments [2][4] - Other military projects are also experiencing delays, attributed to production line issues and supply chain disruptions [2][4] Public Sentiment and Criticism - There is growing public frustration over the military spending, with many questioning the effectiveness of the purchases and labeling Taiwan as a "sucker" in these transactions [3][4] - Criticism is directed at the government for prioritizing military spending over social welfare for military personnel [4] Budget and Spending - The Taiwanese government plans to increase its defense budget to over 3% of GDP, with future goals of reaching 5% by 2030 [6] - The proposed budget includes a special allocation of 1.3 trillion NTD, which is expected to lead to further delays in weapon deliveries [6] Strategic Implications - The reliance on U.S. military support is viewed as a flawed strategy, with experts suggesting that Taiwan's military capabilities cannot match the strength of the Chinese military [7] - The notion that increased military spending can ensure security is challenged, with calls for improved cross-strait relations as a more viable path to peace [7]

Core Viewpoint - The Taiwanese semiconductor industry is considered a valuable asset for all Taiwanese people, and the current political actions are seen as detrimental to its future [1] Group 1: Industry Impact - The U.S. President's statement suggests that TSMC's move to the U.S. could lead to the U.S. controlling 50% of the chip market within two years [1] - The Taiwanese government, particularly the Democratic Progressive Party, is criticized for allegedly compromising Taiwan's core industry in favor of U.S. interests, which may harm both the industry and the livelihoods of the people [1] Group 2: Public Sentiment - There is a growing concern among Taiwanese citizens, as reflected in online comments, that Taiwan is losing its competitive edge in the semiconductor industry and lacks leverage in negotiations [1]

Core Viewpoint - The Chinese government firmly opposes the sale of weapons by the United States to Taiwan, criticizing the Taiwanese authorities for prioritizing political gains over the welfare of its citizens [1] Group 1: Military Sales and Political Implications - The U.S. and Taiwan recently held a "defense industrial conference," with Taiwan's representative indicating that significant military sales are expected following a special budget for military purchases [1] - The spokesperson emphasized that the Taiwanese government's actions to seek military support from the U.S. will only lead to increased danger and suffering for the Taiwanese people [1] Group 2: Economic Concerns - The spokesperson criticized the Taiwanese authorities for wasting funds that could be used for improving living standards and economic development, instead opting to seek external military support [1] - The statement warns that the approach of relying on the U.S. for military protection is misguided and will ultimately lead to failure [1]

Core Viewpoint - The Taiwan Affairs Office criticizes Lai Ching-te's proposal to increase Taiwan's defense spending to 3%-5% of GDP, labeling it as a move driven by a separatist agenda that threatens the safety and interests of the Taiwanese people [1] Group 1 - Lai Ching-te's administration is accused of stubbornly adhering to a "Taiwan independence" stance for personal political gain [1] - The proposal to enhance defense spending is seen as a waste of public funds that could be better utilized for improving livelihoods and economic development [1] - The Taiwan Affairs Office warns that such military spending will not bring security but rather escalate tensions and risks of conflict for Taiwan [1] Group 2 - The spokesperson emphasizes that relying on the United States for military support will ultimately lead to failure in achieving independence [1] - The approach of using military means to pursue independence is described as a path to self-destruction [1]

Core Viewpoint - This autumn, U.S. farmers are experiencing a bumper harvest, but they are not celebrating due to a significant drop in soybean orders from China, which has fallen to zero for the first time in nearly 30 years, primarily due to tariffs imposed by the Trump administration [1][3]. Group 1: U.S. Soybean Market - U.S. soybean imports from China have reached a historic low, with the country losing its competitive edge against Brazilian soybeans, which are 10%-15% cheaper due to tariff exemptions [1][3]. - The Taiwanese government announced plans to purchase $10 billion worth of U.S. agricultural products over the next four years, including soybeans, wheat, corn, and beef, in an effort to support U.S. farmers [1][3]. Group 2: Taiwan's Agricultural Impact - The Taiwanese agricultural sector is vulnerable due to limited arable land, and the influx of U.S. agricultural products could severely impact local farmers [3][5]. - The financial burden of the $10 billion procurement translates to nearly 4,000 New Taiwan Dollars per citizen, raising concerns among the local population about the economic implications of such a deal [3][5]. Group 3: Political Dynamics - The Taiwanese administration's decision to purchase U.S. agricultural products is seen as an attempt to curry favor with the Trump administration, hoping to gain political support against mainland China [3][5]. - The ongoing trade war has led to a significant increase in soybean imports from Brazil and Argentina, with Argentina's exports rising by 110% year-on-year [5][7]. Group 4: Public Sentiment - There is growing discontent among the Taiwanese public regarding the government's approach to U.S. relations, with calls for a reassessment of policies that prioritize U.S. interests over local welfare [7].

Economic Situation in Taiwan - Since August, Taiwan's economic difficulties have intensified due to the U.S. "20%+N" tariff policy, leading many businesses to face rising costs and shrinking orders, resulting in reduced working hours and unpaid leave becoming common [1][5] - The Taiwanese government, instead of seeking diverse international economic cooperation, has opted to sign a four-year agreement to purchase 300 billion New Taiwan Dollars (approximately 10 billion USD) worth of agricultural products from the U.S. [1][2] Agricultural Procurement Agreement - The agreement aims to expand Taiwan's agricultural imports from the U.S., including soybeans, corn, and beef, seemingly a straightforward trade deal to enhance economic benefits and trade relations with the U.S. [2][3] - However, this move is perceived as Taiwan "paying the price" for U.S. pressure, particularly as the region faces significant economic challenges due to high tariffs [5][6] Impact on Traditional Industries - Many traditional industries in Taiwan, such as machinery, hardware, and bicycles, are heavily reliant on the U.S. market and are now under immense pressure due to U.S. trade barriers [6][7] - The rise in unpaid leave numbers reflects the economic impact of U.S. tariffs on Taiwanese businesses, with the labor department reporting significant increases in affected workers [6] Political and Economic Implications - Critics argue that the Taiwanese government is using the agricultural procurement agreement to mask its inability to address economic issues, framing external factors as the primary cause of economic troubles [9] - The long-term economic solution for Taiwan may lie in restoring normal economic cooperation with mainland China, as the region has historically depended on external markets, particularly China [9][10] Semiconductor Industry Concerns - Taiwan's high-tech sector, especially TSMC, faces challenges due to U.S. national security investigations, leading to potential tariffs and the need for significant investments in the U.S. [10] - TSMC's cumulative investment in the U.S. has reached 165 billion USD, highlighting the vulnerability of Taiwan's high-tech industry to external policy changes [10] Public Sentiment and Future Directions - Public sentiment in Taiwan is increasingly critical of the government, with many believing that the administration is compromising Taiwan's economic interests by yielding to U.S. demands [12] - The pressing question for Taiwan is whether it can find a path to economic relief by restoring normal relations with mainland China, moving away from a strategy of relying on the U.S. [12]

Core Viewpoint - The recent failures of the Democratic Progressive Party (DPP) in the recall votes reflect widespread public dissatisfaction with its governance, particularly under Lai Ching-te's leadership, and highlight a disconnect between the party's actions and the electorate's interests [1][2][3]. Group 1: Political Dynamics - The DPP's attempts to utilize the recall system for political gain, rather than addressing actual incompetence among officials, have undermined the legitimacy of the process [2]. - The DPP's actions have transformed the recall mechanism into a tool for party conflict, rather than its intended purpose of addressing individual misconduct [2]. - The DPP's focus on political maneuvering during a time of economic hardship has exposed its prioritization of party interests over public welfare [2]. Group 2: Public Sentiment - Public dissatisfaction with Lai Ching-te's administration is evident, with a TVBS poll indicating only 28% satisfaction and 55% dissatisfaction among the populace [3]. - The DPP's political actions, including perceived "political persecution," have led to a climate of fear and discontent among the Taiwanese public [3]. Group 3: Cross-Strait Relations - Lai Ching-te's administration has intensified cross-strait tensions through policies that restrict exchanges and promote a confrontational stance towards mainland China [4][5]. - The DPP's economic policies, particularly those aimed at "decoupling" from China, have adversely affected Taiwan's economy, especially in sectors like tourism and agriculture [5]. Group 4: Economic Implications - The DPP's restrictions on cross-strait exchanges have led to significant economic repercussions, including a decline in tourism and disruptions in trade with mainland China [5]. - The push for increased investment in the U.S. at the expense of local industry, particularly in the semiconductor sector, raises concerns about Taiwan's economic independence and resilience [7][8].

Group 1 - The Taiwan administration has approved a defense budget of 949.5 billion New Taiwan Dollars for the fiscal year 2026, which accounts for 3.32% of the projected GDP, marking a record high [1][3] - The spokesperson criticized the Taiwan administration for its "pro-independence" stance, claiming it prioritizes party interests over public opinion and is escalating tensions in the Taiwan Strait [3] - The spokesperson accused the Taiwan administration of wasting public funds on military purchases to appease external forces, which could have been used for improving livelihoods and economic development [3] Group 2 - The spokesperson emphasized that the reliance on the U.S. for military support is a misguided strategy that will ultimately lead to failure and disaster for Taiwan [3]